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Protecting Senior Investors From Exploitation: FINRA Rule 3241

Senior investors are often especially vulnerable to exploitation by those who are obligated to protect their financial interests: financial advisors and brokers who provide financial advice and manage their investments. In a recent study, one in twen… Read More

Beware of These COVID-19 Vaccine Scams!

It’s been almost a year since we first heard news of a novel coronavirus emerging on the other side of the planet. Since then, it has circled the globe, causing nearly two million deaths worldwide, and over 350,000 in the U.S. as of this writing. H… Read More

Protecting Yourself From Three Scams That Target Seniors

As members of the Baby Boom generation moves into their golden years, marketers will shower them with attention in hopes of garnering a share of their cash. Unfortunately, so will scammers. Older Americans have always been a popular target of scammer… Read More

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Ted is an excellent attorney, He is very successful because of his knowledge and because he focuses on his clients needs. I am very impressed with the Planning he has accomplished for families with large farm holdings. He is the one I would call for… Read More
– Jim Swain, Owner, Swain Law Firm

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